KKR Real Estate Finance TrusKREF

13F holders, Q1 2024 (March 31)
155holders
5famous investors
$10.16avg. 13F price*

At the end of Q1 2024, 155 institutions reported holding KKR Real Estate Finance Trus (KREF) in their 13F filings. The largest holders were BlackRock Inc. ($104.8M), Kohlberg Kravis Roberts & Co. L.P. ($100.6M) and Vanguard Group Inc. ($57.9M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
KKR Real Estate Finance Trus
CUSIP
48251K100
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 155Q1 2024Q2 2024: 150Q2 2024Q3 2024: 172Q3 2024Q4 2024: 171Q4 2024Q1 2025: 178Q1 2025Q2 2025: 170Q2 2025Q3 2025: 173Q3 2025Q4 2025: 164Q4 2025Q1 2026: 169Q1 2026Q2 2026: 154Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions23$5.3M
Exits27$4.8M

Ownership 155 holders

BlackRock Inc. 0.00% Reduce -1.2% 10,414,825 $104.8M
Kohlberg Kravis Roberts & Co. L.P. 3.09% No change 10,000,001 $100.6M
Vanguard Group Inc. 0.00% Reduce -0.3% 5,750,980 $57.9M
Nan Shan Life Insurance Co., Ltd. 0.73% No change 3,079,453 $31.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +9.1% 2,148,784 $24.2M
State Street Corp. 0.00% Reduce -0.1% 2,313,103 $23.9M
Invesco Ltd. 0.00% Add +24.9% 1,494,240 $15.0M
Geode Capital Management, LLC 0.00% Add +2.0% 1,325,762 $13.3M
Balyasny Asset Management L.P. 0.03% Add +2051.1% 985,661 $9.9M
Charles Schwab Investment Management Inc. 0.00% Add +8.7% 874,350 $8.8M
JPMorgan Chase & Co. 0.00% Add +1.9% 753,090 $7.6M
Morgan Stanley 0.00% Reduce -17.8% 720,147 $7.2M
Stephens Inc. 0.10% Reduce -6.0% 639,464 $6.4M
Nicola Wealth Management LTD. 0.60% No change 453,000 $6.2M
Northern Trust Corp. 0.00% Reduce -3.0% 582,351 $5.9M
Voya Investment Management LLC 0.01% Add +3.2% 485,624 $4.9M
Bank of New York Mellon Corp 0.00% Reduce -4.1% 403,563 $4.1M
Principal Financial Group Inc. 0.00% Add +14.1% 346,350 $3.5M
GFS Advisors, LLC 0.47% No change 281,335 $2.8M
Goldman Sachs Group Inc. 0.00% Add +13.7% 273,743 $2.8M
Van Eck Associates Corp. 0.00% Add +15.4% 272,002 $2.7M
GP Brinson Investments LLC 1.16% No change 268,909 $2.7M
Significant Wealth Partners LLC 1.72% Add +21.1% 259,787 $2.6M
FMR LLC 0.00% Add +13.0% 230,511 $2.3M
Renaissance Technologies 0.00% New 214,600 $2.2M
BI Asset Management Fondsmaeglerselskab A/S 0.04% Add +45.9% 212,100 $2.1M
Rhumbline Advisers 0.00% Reduce -0.1% 184,860 $1.9M
Ameriprise Financial Inc. 0.00% Reduce -9.2% 178,811 $1.8M
AXS Investments LLC 0.41% Reduce -12.1% 170,894 $1.7M
D. E. Shaw & Co. 0.00% Add +646.3% 165,196 $1.7M
Legal & General Group Plc 0.00% Add +2.0% 162,478 $1.6M
UBS Group AG 0.00% Reduce -0.8% 151,689 $1.5M
Nuveen Asset Management, LLC 0.00% Reduce -25.2% 143,176 $1.4M
Prudential Financial Inc. 0.00% Reduce -0.8% 132,253 $1.3M
Citadel Advisors 0.00% Add +11.9% 128,782 $1.3M
Public Sector Pension Investment Board 0.01% No change 120,822 $1.2M
Swiss National Bank 0.00% No change 115,700 $1.2M
Wells Fargo & Company 0.00% Reduce -44.8% 103,939 $1.0M
LPL Financial LLC 0.00% Reduce -10.4% 91,756 $923K
Algert Global LLC 0.03% Add +8.3% 82,260 $828K
Credit Suisse AG/ 0.00% Add +2.8% 74,276 $747K
CANADA LIFE ASSURANCE Co 0.00% Add +44.1% 72,930 $733K
Lido Advisors, LLC 0.01% Reduce -55.4% 68,744 $709K
Jane Street Group, LLC 0.00% Add +124.7% 70,381 $708K
Arete Wealth Advisors, LLC 0.07% Add +15.2% 69,868 $703K
Raymond James & Associates 0.00% Add +7.0% 65,205 $656K
Osaic Holdings, Inc. 0.00% Reduce -11.9% 63,889 $643K
California State Teachers Retirement System 0.00% Reduce -5.0% 58,906 $593K
Alliancebernstein L.P. 0.00% Reduce -0.4% 55,630 $560K
Penserra Capital Management LLC 0.01% Add +14.2% 54,992 $553K
Barclays PLC 0.00% Reduce -41.9% 54,530 $549K
XML Financial, LLC 0.06% Reduce -19.8% 53,732 $541K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 53,261 $536K
Citigroup Inc. 0.00% Add +54.1% 52,875 $532K
Cibc World Market Inc. 0.00% New 50,907 $512K
Thrivent Financial for Lutherans 0.00% Reduce -2.6% 50,510 $508K
Texas Permanent School Fund Corp. 0.00% Add +1.2% 50,494 $508K
GAMCO Investors 0.01% No change 50,000 $503K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 48,122 $484K
BNP Paribas Financial Markets 0.00% Add +134.3% 47,504 $478K
Quantbot Technologies LP 0.02% New 43,940 $442K
UniSuper Management Pty Ltd 0.00% New 43,574 $438K
Captrust Financial Advisors 0.00% Reduce -13.2% 40,970 $412K
Manufacturers Life Insurance Company, The 0.00% No change 37,607 $378K
Bank of America Corp. 0.00% Reduce -56.1% 37,292 $375K
State of Alaska, Department of Revenue 0.00% Reduce -1.0% 35,469 $356K
Royal Bank of Canada 0.00% Reduce -24.4% 35,112 $352K
Illinois Municipal Retirement Fund 0.01% Reduce -5.5% 33,572 $338K
Susquehanna International Group, LLP 0.00% Add +46.3% 32,634 $328K
American International Group, Inc. 0.00% Reduce -0.9% 31,745 $319K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -70.7% 30,906 $311K
MetLife Investment Management, LLC 0.00% No change 30,479 $307K
Comerica Bank 0.00% Reduce -5.6% 30,111 $303K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.9% 29,911 $301K
Graham Capital Management, L.P. 0.02% New 28,938 $291K
Janus Henderson Group PLC 0.00% Add +0.0% 28,838 $290K
Louisiana State Employees Retirement System 0.01% Reduce -1.0% 28,800 $290K
State of Tennessee, Department of Treasury 0.00% Reduce -11.8% 28,749 $289K
Deutsche Bank AG 0.00% Add +7.2% 27,157 $273K
Y-Intercept (Hong Kong) Ltd 0.02% New 26,354 $265K
Yousif Capital Management, LLC 0.00% Reduce -10.3% 25,940 $261K
Connecticut Wealth Management, LLC 0.01% No change 25,369 $255K
New York State Teachers Retirement System 0.00% No change 24,801 $249K
Evoke Wealth, LLC 0.01% No change 23,200 $239K
Praxis Investment Management Inc. 0.02% Add +68.4% 23,160 $233K
Nisa Investment Advisors, LLC 0.00% Reduce -41.1% 22,521 $232K
Transcend Capital Advisors, LLC 0.02% New 23,000 $231K
Creative Planning 0.00% Reduce -50.6% 22,774 $229K
Stifel Financial Corp. 0.00% Add +5.5% 21,655 $218K
Engineers Gate Manager LP 0.01% New 21,540 $217K
New York State Common Retirement Fund 0.00% Reduce -2.4% 21,140 $213K
Maryland State Retirement & Pension System 0.00% No change 21,381 $203K
Triumph Capital Management 0.08% Add +18.5% 20,075 $198K
Boothbay Fund Management, LLC 0.01% New 19,500 $196K
Allianz Asset Management GmbH 0.00% Reduce -96.5% 19,100 $192K
Summit Trail Advisors, LLC 0.01% Add +1.2% 18,442 $190K
Teachers Retirement System of the State of Kentucky 0.00% No change 18,846 $190K
Amalgamated Bank 0.00% Reduce -15.2% 17,839 $179K
City Center Advisors, LLC 0.20% — 16,749 $173K
T. Rowe Price Associates Inc. 0.00% Add +17.3% 16,846 $170K
Inceptionr LLC 0.04% New 16,796 $169K
Whetstone Capital Advisors, LLC 0.07% New 16,400 $165K
State of Wisconsin Investment Board 0.00% Reduce -72.7% 16,255 $164K
Arizona State Retirement System 0.00% Reduce -1.4% 16,192 $163K
Oregon Public Employees Retirement Fund 0.00% Reduce -8.8% 15,543 $156K
Dynamic Technology Lab Private Ltd 0.02% Add +10.5% 15,027 $151K
Autumn Glory Partners, LLC 0.07% Add +15.4% 15,000 $151K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 14,520 $146K
Millennium Management 0.00% Reduce -88.3% 14,360 $144K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 12,574 $126K
ProShare Advisors LLC 0.00% Add +7.4% 11,863 $119K
Atria Wealth Solutions, Inc. 0.00% Add +1.4% 11,596 $117K
Samalin Investment Counsel, LLC 0.06% Reduce -14.0% 11,474 $115K
STRS Ohio 0.00% Reduce -5.8% 11,400 $114K
Victory Capital Management Inc. 0.00% Reduce -1.9% 11,277 $113K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 10,031 $101K
Diversified Trust Co. 0.00% New 10,000 $101K
Highlander Capital Management, LLC 0.04% Add +5.5% 9,650 $97K
Ameritas Investment Partners, Inc. 0.00% No change 5,856 $59K
EntryPoint Capital, LLC 0.05% New 5,389 $54K
Quadrant Capital Group LLC 0.00% Reduce -50.4% 4,948 $50K
PNC Financial Services Group, Inc. 0.00% Reduce -24.2% 4,172 $42K
Signaturefd, LLC 0.00% Reduce -46.3% 4,108 $41K
Future Financial Wealth Managment LLC 0.03% New 4,000 $40K
Arlington Trust Co LLC 0.01% New 3,400 $34K
Metropolitan Life Insurance Co 0.00% No change 3,313 $33K
Geneos Wealth Management Inc. 0.00% Add +16.9% 1,725 $17K
Public Employees Retirement System of Ohio 0.00% Add +19.3% 1,543 $16K
US Bancorp \de 0.00% Add +126.5% 1,447 $15K
Allworth Financial LP 0.00% Reduce -9.3% 1,301 $13K
Versant Capital Management, Inc 0.00% Add +13.1% 996 $10K
City State Bank 0.00% Reduce -33.3% 1,000 $10K
Tower Research Capital LLC (TRC) 0.00% Reduce -95.9% 713 $7K
Gould Capital, LLC 0.01% Add +3.4% 700 $7K
Cwm, LLC 0.00% Reduce -57.2% 725 $7K
Harbour Investments, Inc. 0.00% Add +3.5% 538 $5K
Fifth Third Bancorp 0.00% Add +68.4% 448 $5K
Russell Investments Group, Ltd. 0.00% Reduce -98.8% 403 $4K
Parallel Advisors, LLC 0.00% Reduce -61.5% 393 $4K
Huntington National Bank 0.00% Add +302.2% 366 $4K
GAMMA Investing LLC 0.00% Reduce -26.3% 311 $3K
Bessemer Group Inc. 0.00% New 287 $3K
Lindbrook Capital, LLC 0.00% Reduce -25.6% 285 $3K
Smartleaf Asset Management LLC 0.00% New 85 $846
Farther Finance Advisors, LLC 0.00% Reduce -86.2% 69 $680
IFP Advisors, Inc 0.00% New 61 $614
Cornerstone Planning Group LLC 0.00% New 53 $512
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -87.8% 44 $443
Farmers & Merchants Investments Inc. 0.00% No change 40 $402
Avior Wealth Management, LLC 0.00% New 37 $372
UMB Bank, n.a. 0.00% New 28 $282
Parkside Financial Bank & Trust 0.00% New 14 $141
Rothschild Investment LLC 0.00% New 10 $101
AlphaQuest LLC 0.00% Reduce -100.0% 1 $10
Covestor Ltd 0.00% Reduce -36.4% 7 $0

"% of holder's portfolio" is KREF's weight in each manager's 13F, not the share of KKR Real Estate Finance Trus the manager owns.